Let's Get Uncomfortable: Life Changes and Difficult Conversations with Clients

Member: $18 / Non-Member: $23

Financial professionals have a unique role in their clients' lives, offering reassurance and guidance during major life changes. Join this interactive session with Chartwell Retirement Residences and IFB to learn practical advice on initiating and navigating difficult conversations about aging-related considerations, helping you better serve your clients.


  • FP Canada: 1 Financial Planning (#12969)
  • RIBO: 1 Personal Skills
  • MB: 1 (#41107)
  • AAC: 1 A&S, 1 Life, 1 General (#64554)
  • MFDA: 1 Professional Development, (#1000003430)
  • BC: 1 Life and/or A&S , (#41107)
  • ON: 1 Life
  • SK: 1 Life

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